See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,966 | $80,717-86.4% | $154,803-92.9% | $84,808-87.1% |
| Participation rate | 13.8% | 66.8%-53.0pp | 78.1%-64.3pp | 68.3%-54.5pp |
| Annual return | 17.38% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $319 | $3,303-90.3% | $5,540-94.2% | $4,212-92.4% |
| Admin fee / account holder | $116 | $6,746-98.3% | $14,329-99.2% | $7,344-98.4% |